Chris Costello Email & Phone Number
Founder and President @ Curtis Capital Advisors
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Chris Costello Location
- Overland Park, KS, US
Chris Costello Work
- Founder and President @ (March 2024 - Present)
- Executive Director - Morgan Stanley @ (November 2022 - August 2023)
- CEO and Co-Founder @ (February 2013 - November 2022)
- CEO and Co-Founder @ The Retirement Planning Group (February 2004 - January 2021)
- Financial Advisor @ (November 2001 - February 2004)
- Financial Advisor @ (January 1997 - November 2001)
Chris Costello Education
- The University of Kansas School of Business
Bachelor of Science - BS (Business Administration)
1991-1995 - Olathe South Sr High School 1988-1991
Chris Costello Skills
- 401(k) Retirement Savings Plans
- 401k
- Asset Allocation
- Asset Management
- Asset Managment
- Estate Planning
- Finance
- Financial Advisory
- Financial Planning
- Insurance
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
Chris Costello Summary
- Chris Costello, based in Overland Park, KS, US, is currently a Founder and President at Curtis Capital Advisors. Chris Costello brings experience from previous roles at Morgan Stanley, blooom, The Retirement Planning Group and Wachovia Securities, LLC. Chris Costello holds a 1991 - 1995 Bachelor of Science - BS in Business Administration @ The University of Kansas School of Business. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Asset Allocation, Asset Management, Asset Managment and more. Chris Costello has 3 emails and 1 mobile phone numbers on RocketReach.
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